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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $5,103 |
Filed as: GALLAGHER BENEFIT SERVICE Service code 27 1100 SUPERIOR AVE. SUITE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $2,500 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $2,500 |
Filed as: EMPOWER ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,997 | $54,350-87.1% | $82,719-91.5% | $68,494-89.8% |
| Participation rate | 43.5% | 63.9%-20.4pp | 72.6%-29.0pp | 67.9%-24.4pp |
| Annual return | -14.80% | -13.67%-1.1pp | 701.18%-716.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $703 | $2,218-68.3% | $3,009-76.6% | $2,596-72.9% |
| Participant deferral / active EE | $1,341 | $3,246-58.7% | $4,395-69.5% | $4,027-66.7% |
| Admin fee / account holder | $112 | $4,395-97.4% | $5,329-97.9% | $5,403-97.9% |